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10 Worst Mistakes in Financial Advisor Partnerships

What if the biggest threat to your partnership isn’t the market or competition—but the way you set it up from day one?

In this episode, I walk you through the 10 worst practices in financial advisor partnerships—from skipping the discovery phase to avoiding conflict, neglecting legal protections, and failing to plan an exit strategy. I’ll also show you why cultural fit, role clarity, and honest communication are non-negotiables if you want your partnership to survive.

🎯 What You'll Learn:
Why rushing into a partnership without discovery almost always backfires
How avoiding conflict destroys communication and trust over time
Why every partnership needs a “prenup” to protect against messy exits

⏰ Chapters:
00:00 Introduction
04:16 The three pillars of a partnership
06:32 How poor communication puts partnerships in a death spiral
12:05 How legal protection saves you from business divorce
15:00 How revisiting agreements keeps partnerships alive
16:49 Why adaptability matters more than perfect plans

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